Balentine LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$2.6B

Holdings

224

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (224 positions)

#StockSharesValue% PortfolioType
1
VUGVANGUARD INDEX FDS
1,590,672$776.0M29.44%
2
OMFLINVESCO EXCH TRD SLF IDX FD
5,246,097$320.7M12.16%
3
AGGISHARES TR
2,974,100$297.1M11.27%
4
AQLTISHARES TR
2,203,687$197.1M7.48%
5
AQLTISHARES TR
6,587,477$185.2M7.02%
6
IEMGISHARES INC
2,208,783$148.5M5.63%
7
SGOVISHARES TR
1,006,925$101.1M3.83%
8
IVVISHARES TR
122,312$83.8M3.18%
9
MUBISHARES TR
708,272$75.9M2.88%
10
VTIVANGUARD INDEX FDS
135,570$45.5M1.72%
11
POWWOUTDOOR HOLDING CO
17,242,857$29.5M1.12%
12
VEAVANGUARD TAX-MANAGED FDS
411,536$25.7M0.98%
13
VOOVANGUARD INDEX FDS
36,358$22.8M0.86%
14
AAPLAPPLE INC
69,165$18.8M0.71%
15
IWVISHARES TR
46,785$18.1M0.69%
16
VONVVANGUARD SCOTTSDALE FDS
189,189$17.5M0.66%
17
SPTMSPDR SERIES TRUST
141,143$11.6M0.44%
18
QUALISHARES TR
58,303$11.6M0.44%
19
VVVANGUARD INDEX FDS
35,967$11.3M0.43%
20
TFISPDR SERIES TRUST
210,261$9.6M0.36%
21
VEUVANGUARD INTL EQUITY INDEX F
112,028$8.2M0.31%
22
SPYSPDR S&P 500 ETF TR
11,384$7.8M0.29%
23
IBDRISHARES TR
276,815$6.7M0.25%
24
BKTIBK TECHNOLOGIES CORPORATION
89,248$6.7M0.25%
25
CGGOCAPITAL GROUP GBL GROWTH EQT
184,812$6.4M0.24%
26
NVDANVIDIA CORPORATION
33,540$6.3M0.24%
27
SPGMSPDR INDEX SHS FDS
75,007$5.8M0.22%
28
CGDGCAPITAL GROUP DIVIDEND VALUE
131,411$5.7M0.22%
29
IQLTISHARES TR
122,957$5.6M0.21%
30
MSFTMICROSOFT CORP
11,097$5.4M0.20%
31
AQLTISHARES TR
37,597$5.3M0.20%
32
LLYELI LILLY & CO
4,299$4.6M0.18%
33
VBVANGUARD INDEX FDS
17,079$4.4M0.17%
34
AMZNAMAZON COM INC
18,856$4.4M0.17%
35
VTVVANGUARD INDEX FDS
22,057$4.2M0.16%
36
SPYMSPDR SERIES TRUST
51,252$4.1M0.16%
37
IXUSISHARES TR
41,439$3.5M0.13%
38
VXFVANGUARD INDEX FDS
15,375$3.2M0.12%
39
VOVANGUARD INDEX FDS
10,309$3.0M0.11%
40
TSMTAIWAN SEMICONDUCTOR MFG LTD
9,701$2.9M0.11%
41
JBIJANUS INTERNATIONAL GROUP IN
450,000$2.9M0.11%
42
IWFISHARES TR
5,619$2.7M0.10%
43
NDQINVESCO QQQ TR
4,330$2.7M0.10%
44
BNDVANGUARD BD INDEX FDS
35,677$2.6M0.10%
45
QQQMINVESCO EXCH TRADED FD TR II
10,389$2.6M0.10%
46
IJRISHARES TR
21,225$2.5M0.10%
47
HDHOME DEPOT INC
7,250$2.5M0.09%
48
NOBLPROSHARES TR
23,817$2.5M0.09%
49
IDV*ISHARES TR
59,992$2.4M0.09%
50
GOOGALPHABET INC
7,215$2.3M0.09%
51
SCHDSCHWAB STRATEGIC TR
81,459$2.2M0.08%
52
AVGOBROADCOM INC
6,351$2.2M0.08%
53
METAMETA PLATFORMS INC
3,267$2.2M0.08%
54
VONGVANGUARD SCOTTSDALE FDS
17,601$2.1M0.08%
55
ADPAUTOMATIC DATA PROCESSING IN
8,243$2.1M0.08%
56
ACWVISHARES INC
16,549$2.0M0.07%
57
RSPINVESCO EXCHANGE TRADED FD T
9,076$1.7M0.07%
58
TPLTEXAS PACIFIC LAND CORPORATI
5,937$1.7M0.06%
59
ITOTISHARES TR
11,325$1.7M0.06%
60
SHVISHARES TR
15,026$1.7M0.06%
61
4I1PHILIP MORRIS INTL INC
9,795$1.6M0.06%
62
VTVANGUARD INTL EQUITY INDEX F
10,960$1.5M0.06%
63
KOCOCA COLA CO
21,756$1.5M0.06%
64
UNHUNITEDHEALTH GROUP INC
4,558$1.5M0.06%
65
IWBISHARES TR
3,868$1.4M0.05%
66
XLESELECT SECTOR SPDR TR
31,878$1.4M0.05%
67
ABBVABBVIE INC
5,793$1.3M0.05%
68
TSLATESLA INC
2,870$1.3M0.05%
69
JNJJOHNSON & JOHNSON
6,162$1.3M0.05%
70
XOMEXXON MOBIL CORP
10,547$1.3M0.05%
71
COPCONOCOPHILLIPS
13,342$1.2M0.05%
72
IJHISHARES TR
18,901$1.2M0.05%
73
VWOVANGUARD INTL EQUITY INDEX F
22,620$1.2M0.05%
74
DGROISHARES TR
17,341$1.2M0.05%
75
FNDFSCHWAB STRATEGIC TR
26,088$1.2M0.04%
76
WDAYWORKDAY INC
5,470$1.2M0.04%
77
CGUSCAPITAL GROUP CORE EQUITY ET
29,107$1.2M0.04%
78
IBDSISHARES TR
46,731$1.1M0.04%
79
COFCAPITAL ONE FINL CORP
4,445$1.1M0.04%
80
CVXCHEVRON CORP NEW
6,945$1.1M0.04%
81
HELOJ P MORGAN EXCHANGE TRADED F
15,622$1.0M0.04%
82
PGPROCTER AND GAMBLE CO
7,060$1.0M0.04%
83
DHRDANAHER CORPORATION
4,275$978K0.04%
84
SPDWSPDR INDEX SHS FDS
21,814$968K0.04%
85
AERAERCAP HOLDINGS NV
6,734$968K0.04%
86
DFIVDIMENSIONAL ETF TRUST
19,315$963K0.04%
87
GOOGLALPHABET INC
3,066$959K0.04%
88
BKNGBOOKING HOLDINGS INC
175$937K0.04%
89
ABTABBOTT LABS
7,412$928K0.04%
90
JPMJPMORGAN CHASE & CO.
2,852$918K0.03%
91
WMTWALMART INC
7,791$867K0.03%
92
WWDWOODWARD INC
2,846$860K0.03%
93
CMCSACOMCAST CORP NEW
28,322$846K0.03%
94
SOSOUTHERN CO
8,941$779K0.03%
95
COWZPACER FDS TR
12,908$776K0.03%
96
LENLENNAR CORP
7,477$768K0.03%
97
PEPPEPSICO INC
5,285$758K0.03%
98
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754K0.03%
99
EPDENTERPRISE PRODS PARTNERS L
23,249$745K0.03%
100
INTCINTEL CORP
19,871$733K0.03%
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